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Krilogy Financial’s Core Laboratories CLB Stock Holding History

Krilogy Financial’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-52
Closed -$6K – 226
2018
Q3 		$6K Buy
+52
New +$5.87K ﹤0.01% 592
2016
Q2 		– Sell
-50
Closed -$6K – 746
2016
Q1 		$6K Hold
50
– – ﹤0.01% 516
2015
Q4 		$5K Hold
50
– – ﹤0.01% 312
2015
Q3 		$5K Buy
+50
New +$5.44K ﹤0.01% 460

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ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Krilogy Financial's CLB Position: Q4 2018 in Review

Krilogy Financial sold out of Core Laboratories (CLB) in Q4 2018, closing a stake of 52 shares — an estimated $6K sold.

Krilogy Financial first reported a position in CLB in Q3 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 320 funds tracked by Wall St. Rank hold CLB as of Q4 2018.

  • Krilogy Financial reported no remaining Core Laboratories position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 52 Core Laboratories shares in Q4 2018, an estimated $6K.
  • Krilogy Financial first reported a position in Core Laboratories in Q3 2015 and held it in 4 quarters.
  • Krilogy Financial's Core Laboratories position peaked at $6K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Core Laboratories as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.